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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,021 | $99,053+48.4% | $88,179+66.7% | $138,895+5.9% |
| Participation rate | 31.8% | 74.2%-42.4pp | 69.1%-37.3pp | 79.9%-48.1pp |
| Annual return | 10.85% | 78.17%-67.3pp | 64.97%-54.1pp | 145.39%-134.5pp |
| Employer contribution / active EE | $920 | $2,882-68.1% | $2,549-63.9% | $4,194-78.1% |
| Participant deferral / active EE | $3,028 | $5,225-42.1% | $4,614-34.4% | $6,396-52.7% |
| Admin fee / account holder | $8,659 | $8,748-1.0% | $7,673+12.9% | $12,562-31.1% |